Signet Financial Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Signet Financial Management’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,034	Closed	-$135K	–	519
2021 Q4	$135K	Buy	+3,034	New	+$132K	0.02%	294
2020 Q1	–	Sell	-5,279	Closed	-$201K	–	242
2019 Q4	$201K	Buy	+5,279	New	+$195K	0.04%	237
2018 Q4	–	Sell	-351	Closed	-$13K	–	384
2018 Q3	$13K	Sell	351 -474	-57%	-$17.5K	﹤0.01%	586
2018 Q2	$30K	Buy	+825	New	+$28.9K	0.01%	464

Other funds holding DON

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Signet Financial Management's DON Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2022, closing a stake of 3,034 shares — an estimated $135K sold.

Signet Financial Management first reported a position in DON in Q2 2018 and held it in 4 quarters. The position peaked at $201K in Q4 2019. 356 funds tracked by Wall St. Rank hold DON as of Q1 2022.

Signet Financial Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 3,034 WisdomTree US MidCap Dividend Fund shares in Q1 2022, an estimated $135K.
Signet Financial Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2018 and held it in 4 quarters.
Signet Financial Management's WisdomTree US MidCap Dividend Fund position peaked at $201K in Q4 2019.
356 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.